临时公告 证券代码：600221、900945 证券简称：海航控股、海控 B 股 编号：临 2025-058 临时公告 海南航空控股股份有限公司 2025 年 6 月主要运营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 2025 年 6 月，海南航空控股股份有限公司及所属子公司（以下简称"本集团"） 合并主要运营数据如下： | 载运量 | 2025 年 6 | 月 | 2025 年累计 | | | --- | --- | --- | --- | --- | | 数值 | | 同比变动（%） | 数值 | 同比变动（%） | | 收入客公里（RPK）（百万） | | | | | | 国内 | 8296.26 | 2.25 | 51793.50 | 3.54 | | 地区 | 28.27 | 34.27 | 140.73 | 60.07 | | 国际 | 2146.86 | 34.53 | 12545.93 | 68.68 | | 合计 | 10471.39 | 7.62 | 64480.17 | 12.05 | | ...

Core Viewpoint - Hainan Airlines Holding Co., Ltd. is expected to achieve a net profit of 45 million to 65 million yuan for the first half of 2025, marking a turnaround from losses in the previous year, driven by favorable market conditions and operational improvements [2] Financial Performance - The company reported a significant increase in passenger and cargo transport volumes for the first half of 2025, with passenger transport reaching 28.64 million, a year-on-year increase of 5.91%, and international passenger transport growing by 74.94% to 1.6237 million [2] - Cargo and mail transport volume reached 229,200 tons, reflecting a year-on-year growth of 20.77% [2] Strategic Initiatives - Hainan Airlines is focused on expanding its international route network, aiming to increase the number of international flights to 130% of 2019 levels by the end of the year, having already launched 12 new international routes in the first half of 2025 [3] - The company benefits from strong synergies within the HNA Group, which has a comprehensive presence in passenger transport, cargo, general aviation, maintenance, and flight training [3] Operational Efficiency - The company has implemented over 30 measures for energy management, resulting in an annual fuel saving of 125,000 tons and a reduction in emissions by 239,000 tons, contributing to lower operational costs and supporting carbon neutrality goals [3] - Hainan Airlines emphasizes a safety-first and service-first approach, aiming to enhance operational efficiency and innovate in aviation services [4]

Group 1 - Cathay Pacific Haikou expects a net profit increase of 205%-218% for the first half of 2025, with a projected profit of 15.283 billion to 15.957 billion yuan [1] - The main reason for the profit increase is the merger with Haitong Securities, which has led to significant growth in wealth management and trading revenues [1] - Shenyuan Hongyuan anticipates a net profit increase of 92.66%-111.46% for the first half of 2025, with a projected profit of 4.1 billion to 4.5 billion yuan [6][7] Group 2 - Southern Airlines expects a net loss of 1.338 billion to 1.756 billion yuan for the first half of 2025, primarily due to changes in passenger structure and international uncertainties [2] - China Eastern Airlines projects a net loss of 1.2 billion to 1.6 billion yuan for the first half of 2025, influenced by intense domestic market competition [3] - Air China anticipates a net loss of 1.7 billion to 2.2 billion yuan for the first half of 2025, affected by market supply imbalances and international uncertainties [4] Group 3 - HNA Group expects to turn a profit in the first half of 2025, with a projected net profit of 45 million to 65 million yuan, attributed to improved market conditions and operational adjustments [5] - CICC forecasts a net profit increase of 55%-78% for the first half of 2025, with a projected profit of 3.453 billion to 3.966 billion yuan [8] - CITIC Securities anticipates a net profit increase of 55%-60% for the first half of 2025, with a projected profit of 4.43 billion to 4.573 billion yuan [9] Group 4 - Shandong Gold expects a net profit of 2.55 billion to 3.05 billion yuan for the first half of 2025, representing an increase of 84.3%-120.5% [10] - Poly Developments anticipates a net profit decrease of 63.15% for the first half of 2025, with a projected profit of 2.735 billion yuan [11] - Luoyang Molybdenum expects a net profit increase of 51%-68% for the first half of 2025, with a projected profit of 8.2 billion to 9.1 billion yuan [13] Group 5 - Longi Green Energy expects a net loss of 2.4 billion to 2.8 billion yuan for the first half of 2025, but with a significant reduction in losses compared to the previous year [14] - Tongwei Co. anticipates a net loss of 4.9 billion to 5.2 billion yuan for the first half of 2025, influenced by ongoing industry challenges [15] - Ganfeng Lithium expects a net loss of 300 million to 550 million yuan for the first half of 2025, an improvement from the previous year's loss [16] Group 6 - Jianghuai Automobile expects a net loss of approximately 680 million yuan for the first half of 2025, primarily due to increased competition in the international market [21] - Yonghui Supermarket anticipates a net loss of 240 million yuan for the first half of 2025, attributed to ongoing transformation challenges [22] - ST Huatuo expects a net profit increase of 107.2%-159% for the first half of 2025, with a projected profit of 2.4 billion to 3 billion yuan [23] Group 7 - New Hope anticipates a net profit of 680 million to 780 million yuan for the first half of 2025, marking a turnaround from losses [25] - Linyi Intelligent Manufacturing expects a net profit increase of 32%-67% for the first half of 2025, with a projected profit of 900 million to 1.14 billion yuan [27] - Pengding Holdings expects a net profit increase of 52.79%-60.62% for the first half of 2025, with a projected profit of 1.198 billion to 1.26 billion yuan [29] Group 8 - Hengtong Electronics expects a net profit increase of 740.95% for the first half of 2025, with a projected profit of approximately 251 million yuan [30] - Shengyi Technology anticipates a net profit increase of 50%-56% for the first half of 2025, with a projected profit of 1.4 billion to 1.45 billion yuan [31] - Founder Securities expects a net profit increase of 70%-80% for the first half of 2025, with a projected profit of 2.299 billion to 2.43 billion yuan [33]

Group 1 - The company expects a net profit attributable to shareholders of the parent company for the first half of 2025 to be between 45 million and 65 million yuan, indicating a turnaround from previous losses [1][3] - The company anticipates a net loss attributable to shareholders of the parent company, excluding non-recurring gains and losses, to be between 40 million and 60 million yuan [1][3] - The previous year's net profit attributable to shareholders of the parent company was a loss of 636.04 million yuan, with a total profit of -773.29 million yuan [1][3] Group 2 - The main reasons for the expected profit turnaround include improvements in operational efficiency, a decrease in fuel prices, and gains from asset disposals [3] - The company has benefited from foreign exchange gains due to the appreciation of the yuan against the dollar, as most of its lease debts and some loans are settled in foreign currency [3]

Core Viewpoint - The company has reported a cumulative total of 36,927.00 million yuan in litigation (arbitration) cases over the past twelve months, which exceeds 10% of its latest audited net assets, indicating potential legal and financial implications for the company [1][2]. Summary by Sections Cumulative New Litigation (Arbitration) Overview - The company has received a notification from the Guangdong Province Foshan Intermediate People's Court regarding a financial loan contract dispute involving China Construction Bank, which has legal implications for the company as a third party [1]. - The total amount involved in the cumulative new litigation (arbitration) is approximately 36,927.00 million yuan [2]. Details of New Litigation (Arbitration) - The company is involved in several cases, including: - A financial loan dispute with an amount of 17,006.98 million yuan, currently in the first instance and not yet heard [2]. - A service contract dispute with an amount of 3,902.35 million yuan, which has been settled [2]. - Other cases include contract disputes and labor disputes with varying amounts, with some still pending in court [3][4]. Progress of Previously Disclosed Litigation (Arbitration) - The company has disclosed multiple updates on ongoing litigation cases, with some cases reaching a resolution while others remain in progress [4][5]. - Specific cases include: - A shareholder contribution dispute with an amount of 15,885.35 million yuan, which is currently being executed [4]. - A labor dispute involving an amount of 787.70 million yuan, which has been resolved [6]. - A bankruptcy debt confirmation dispute, with ongoing proceedings [8]. Financial Impact of Litigation (Arbitration) - The company anticipates that the outcomes of these litigations may not significantly impact its current or future profits, as the effects will depend on the final court judgments or execution results [1][9]. - The company will actively exercise its litigation rights to protect its and its shareholders' legal interests [1].

临时公告 证券代码：600221、900945 证券简称：海航控股、海控 B 股 编号：临 2025-057 海南航空控股股份有限公司 关于累计新增诉讼（仲裁）及已披露诉讼进展的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ●累计诉讼（仲裁）涉案金额：36,927.00 万元 ●是否会对上市公司损益产生负面影响：部分案件尚未产生具有法律效力的判决、 裁定或未执行完毕，对本期利润或期后利润产生的影响需以法院生效判决或执行结果 为准。针对已生效的判决，公司将根据企业会计准则的相关规定进行账务处理，预计 不会对公司本期利润或期后利润产生重大影响。公司将依据相关法律规定，积极行使 诉讼权利，维护公司及股东的合法权益。 1 临时公告 计净资产绝对值的 10%。累计新增诉讼（仲裁）具体情况如下： | 原告 | 被告 | 第三人 | 案件类型 | 涉案金额（万 | 进展情况 | | --- | --- | --- | --- | --- | --- | | | | | | 元） | | | 中国建设银行股 | 广州市 ...

重要内容提示： 一、本期业绩预告情况 临时公告 证券代码：600221、900945 证券简称：海航控股、海控 B 股 编号：临 2025-056 海南航空控股股份有限公司 2025 年半年度业绩预盈公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 6 月 30 日。 二、上年同期经营业绩情况 （一）利润总额：-77,329 万元。归属于母公司所有者的净利润：-63,604 万元。 归属于母公司所有者的扣除非经常性损益的净利润：-87,007 万元。 （二）业绩预告情况 1.经财务部门初步测算，预计 2025 年半年度实现归属于母公司所有者的净利润 4,500 万元到 6,500 万元，与上年同期（法定披露数据）相比，将实现扭亏为盈。 2. 预计 2025 年半年度实现归属于母公司所有者的扣除非经常性损益后的净利润 亏损 4,000 万元到 6,000 万元。 （三）本次业绩预告数据系公司初步测算，未经审计。 1 五、其他说明事项 以上预告数据仅为初步核算数 ...

海航控股（600221）公告，预计2025年上半年归属于母公司所有者的净利润为4500万元到6500万元，与 上年同期相比，将实现扭亏为盈。扣除非经常性损益事项后，公司归属于母公司所有者的净利润预计亏 损4000万元到6000万元。公司2025年1月1日至2025年6月30日预计实现归属于母公司所有者的扣除非经 常性损益后的净利润为亏损4000万元到6000万元。本次业绩预告数据系公司初步测算，未经审计。 ...

Market Overview - The Shanghai Composite Index closed at 3525.40 points, above the annual line, with a change of 0.43% [1] - The total trading volume of A-shares reached 987.43 billion yuan [1] Stocks Breaking Annual Line - A total of 41 A-shares have surpassed the annual line today, with notable stocks including: - Siyuan Electric (002028) with a deviation rate of 7.62% - Tongyi Co., Ltd. (300538) with a deviation rate of 2.51% - Ruisheng Technology (688090) with a deviation rate of 2.05% [1] Stocks with Significant Deviation Rates - The stocks with the highest deviation rates from the annual line include: - Siyuan Electric: 10.00% increase, trading at 76.99 yuan - Tongyi Co., Ltd.: 2.50% increase, trading at 16.00 yuan - Ruisheng Technology: 3.24% increase, trading at 35.10 yuan [1] Additional Stocks with Minor Deviations - Other stocks that have just crossed the annual line with smaller deviation rates include: - Qianjiang Motorcycle, Jiuquan Technology, and Huadian International, which have just reached the annual line [1]

01 事实上，自去年暂停北京—伦敦航班以来，英航就一直在观望。 而中国这边，免签政策的扩容动作也确实在持续推进，截至今年6月，中国的30天免签政策已经覆盖了55个国家。 但偏偏，里面没有英国。 去年，英国护照持有者虽然被纳入了中国240小时过境免签，但对更看重本国客流的外航来说，这远远不够。 也正是在去年10月，英国航空暂停了飞往北京的航班。 当时，他们用词很讲究，不是"suspend"（停飞），而是"pausing"（暂停）。 说得体面，像是一次短暂的冷静期。 在发给旅客的邮件里，英航还特意写明："我们仍将提供每日飞往上海和香港的航班服务。此次航班暂停仅涉及2024年11月至 2025年11月之间的航班安排，我们会对航班运营时刻进行持续评估。" 这两天，我看到路透社一则关于"英国航空和中国政府要免签"的新闻报道，颇为有趣。 近日，英国航空一位高管在上海公开表示，希望中国把英国公民纳入30天免签政策的国家名单，以此来增加中英航线的市场需 求。 说白了，就是在给自己留后路。 由此，这一次站出来喊话的，是英航而不是英国政府，就比较耐人寻味。 或许我们可以理解为这家欧洲老牌航司对回归北京市场，其实有一定的迫切需求。 ...